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Annapolis Financial Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Annapolis Financial Services’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-600
Closed -$36K – 471
2021
Q2 		$36K Hold
600
– – 0.01% 183
2021
Q1 		$34K Buy
+600
New +$33.1K 0.01% 176

Other funds holding UWM

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Annapolis Financial Services's UWM Position: Q3 2021 in Review

Annapolis Financial Services sold out of ProShares Ultra Russell2000 (UWM) in Q3 2021, closing a stake of 600 shares — an estimated $36K sold.

Annapolis Financial Services first reported a position in UWM in Q1 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 51 funds tracked by Wall St. Rank hold UWM as of Q3 2021.

  • Annapolis Financial Services reported no remaining ProShares Ultra Russell2000 position as of Q3 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 600 ProShares Ultra Russell2000 shares in Q3 2021, an estimated $36K.
  • Annapolis Financial Services first reported a position in ProShares Ultra Russell2000 in Q1 2021 and held it in 2 quarters.
  • Annapolis Financial Services's ProShares Ultra Russell2000 position peaked at $36K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2021.

Based on Annapolis Financial Services's 13F filing for Q3 2021, filed 9 Nov 2021.